+14.3%
WING vs FGI
-74.8%
+89.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -25.2% | +25.1% | 0.0% |
| 7D | -2.5% | -14.4% | +11.9% | -2.5% |
| 30D | +29.5% | -11.8% | +41.3% | +29.5% |
| 3M | +40.2% | -46.2% | +86.4% | +40.4% |
| 6M | +32.7% | +5.2% | +27.5% | +31.7% |
| YTD | -32.8% | +10.5% | -43.3% | -33.3% |
| 1Y | -31.7% | +25.5% | -57.2% | -32.4% |
| 3Y | -24.7% | -16.0% | -8.7% | -25.4% |
| All | +14.3% | -74.8% | +89.1% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded FGI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling